Tagetik CPM is a unified corporate performance management solution that includes planning, budgeting and forecasting, profitability modelling, dashboards, consolidation, and reporting. It offers an integrated single database and front end for these processes. Tagetik has over 10 years of experience in CPM and helps companies improve governance, shorten cycles, and analyze profitability through a web-based solution compatible with major databases.

1. Company and Products Overview
Tagetik CPM is a financial closed-loop, double-entry corporate performance management solution. It is designed
to unify all CPM application processes in one software, technology, database and front end, including:
• Planning, budgeting and forecasting.
• Profitability modelling and optimisation.
• Dashboards and scorecarding.
• Statutory consolidation.
• Financial and management reporting.
Tagetik is a global provider of corporate performance management solutions with over 10 years’ experience in
the CPM market. It was included by Gartner in its ‘Magic Quadrant for CPM Suites, 2007’ report.
It offers an advanced single solution that uses cross-platform technology, designed to provide unified process
cycles, scalability, short implementation timelines and lower total cost of ownership (TCO) through its out-of-the-
box CPM processes.
Tagetik CPM helps organisations translate their strategy into operational objectives that drive both behaviour
and performance. The software measures progress with a linkage between cause and effect, and monitors,
tracks and analyses performance in real time through a dashboard. It supports well-known strategy
methodologies and offers dynamic dashboards that are customisable to user needs, providing visualisation of
the performance of key metrics and performance indicators.
In terms of planning, budgeting and forecasting, Tagetik CPM helps companies achieve shorter planning cycle
times and more proactive budgeting processes, offering re-creation of forecasts and improvement of governance
by keeping an audit trail of business assumptions.
It supports a collaborative budgeting, planning and forecasting process with a low TCO; providing a driver-based
approach to planning, with ‘what-if’ analysis, cashflow modelling and budget consolidation.
Tagetik CPM helps organisations analyse how products, customers, services and channels support profitability.
To improve the analysis process, it offers drill-down to the lowest level of detail, providing analysis of the
underlying data.
Tagetik recognises that IFRS regulations continue to have a major impact on financial consolidation and
reporting processes, not only from a consistency perspective but also in terms of refocusing these reports to
provide a forward-looking assessment of an organisation in shorter close cycles.
For group accounting functions, Tagetik CPM offers multi-currency and multi-level consolidated financial and
budget/forecast data for reporting – reducing integration problems, improving financial controls for regulatory
compliance and supporting faster closing times.
Tagetik CPM is a unified infrastructure with a single data form. It provides built-in ‘accounting-based’ processes
and functionality, structured in a specific workflow framework. These can be configured and adapted for
organisations in any line of business, without the need for writing new code.
These built-in processes use the same database and can be utilised in different applications (for example, data
gathering is used in both budget and consolidation), enabling companies to manage different application
processes within a single solution.
Tagetik CPM is a web-based application developed in Java (J2EE compliant) and based on a service oriented
architecture (SOA). It is therefore cross-platform, supporting all leading relational databases.
Its web-based platform can be accessed using a web browser supporting Adobe Flash Player (such as Internet
Explorer) and/or Microsoft Excel. This open architecture supports the investment made in existing IT
infrastructure, integrating data originating from any ERP, data warehouse or reporting system.

3. Tagetik CPM
Product summary description
Tagetik CPM unifies all CPM processes including budgeting, planning and forecasting, profitability modelling
and optimisation, dashboards and scorecarding, statutory consolidation, and financial and management
reporting. In addition, it integrates extended processes such as credit reporting and analysis, IT performance
management and compliance; vertical processes such as regulatory accounting, cashflow management by
project and regulatory reporting; and financial governance processes.
Product technical data
First installed (year) 2004
No. of UK sites/new sites last 12 months AOR / AOR
No. of World sites/new sites last 12 months 350 / 33
Current version - date of release Tagetik 3.0 - January 2009
Target Business Size (by number of users)
0 - 10 11 - 25
26 - 50 51 - 100
101 - 200 201 - 500
500+
Typical Pricing (£'000s)
0 - 10 11 - 25
26 - 50 51 - 100
101 - 200 201 - 500
500+
Available Languages (in addition to English)
Italian
Product Categories
Analytic Applications
Budgeting
Business Intelligence
Business Planning/Modelling
Business Process Automation
Business Process Outsourcing
Clickstream Analysis
Competitive Analysis
Consolidation
Corporate Performance Management (CPM)
Data Acquisition
Data and Process Modelling
Data Archiving
Data Cleansing
Data Dictionaries
Data Entry